Salescaptain + Workiz

Salescaptain + Workiz integrations

Send Salescaptain review requests when Workiz jobs are done

Get instant feedback and reviews from your clients once a job is completed with Workiz. With this workflow, as soon as you mark a job as done in Workiz, a review request is initiated through SalesCaptain. Not only does it save your precious time, but it also helps in boosting your client relations and maintaining a constructive feedback loop. Ensure your team's quality service is recognized promptly and utilize that insight for further improvements.

When this happens...
Job Is DoneTriggers when a job is completed and status has changed to Done
TriggerPolling
automatically do this!
Send Review Request From SalesCaptainSend Review Request From SalesCaptain
ActionWrite

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More things you can do with Workiz and Salescaptain

Discover other triggers and actions you can use with Workiz and Salescaptain

Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
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Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write
- Company Id
  Required
Trigger
Instant
Try It

- First Name
  Required
- Last Name
- Phone Number
  Required
- Email
- Message
- Tags
- Custom field 1 name
- Custom field 1 value
- Custom field 2 name
- Custom field 2 value
Action
Write
- Name
- Phone
- Email
Action
Write

- First Name
  Required
- Last Name
- Phone Number
- Email
- Tags
- Date and Time
- Custom Field 1
- Custom Field 2
Action
Write
- First Name
- Last Name
- Phone number
- Email
Action
Write
- Summary
- Creator Email
- Organizer Email
- Event Begins
- Attendees
- Hangout Link
- Attendee Emails
- Start Time Pretty
- End Time
- End Time Pretty
Action
Write
- First Name
  Required
- Last Name
- Phone number
  Required
- Email
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Tags
Action
Write

Job Status Change
Triggers when a job status is changed
Trigger
Polling
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New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write
- Company id
  Required
Trigger
Instant
Try It
- Company Id
  Required
Trigger
Instant
Try It
- Name
- Phone
- Email
Action
Write
- Full Name
  Required
- Email
- Phone Numer
- Description
Action
Write
- First Name
- Last Name
- Phone
- Email
- Current Milestone
Action
Write
- Name
- Phone
- Email
Action
Write
- Order Number
- Phone Number
- Amount
- name
Action
Write

About Salescaptain

SalesCaptain is an AI-powered customer experience marketing (CXM) platform that helps local businesses win.

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Related categories

Sales & CRM

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking